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Six questions to ask before choosing a bookkeeper

What to check before you share your accounts.

1 min readReviewed October 2026
  1. What exactly is included each month? Ask for a written list.
  2. How is the fee calculated? Fixed packages avoid surprise bills.
  3. When will I receive my monthly reports? Agree a timetable.
  4. How will my documents be shared and stored? Look for secure, access-controlled exchange.
  5. Who will do the work? Know your point of contact.
  6. What happens if I leave? Your data and system should stay in your name.

A good bookkeeper will be happy to answer all six before you sign.

General informationThis article is general guidance, not advice on your specific situation.

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